Using the Web App
This page covers the everyday parts of the DocsGPT web app that arenโt specific to agents, knowledge or tools.
The sidebar
The sidebar holds:
- New Chat: start a conversation. A chat without an agent uses the model you pick in the chat box, your active prompt and the default chat tools.
- Agents: your pinned agents. With fewer than three pinned, your most recently used published agents fill the list up to three. Click one to chat with it. Hover over it to Pin agent or Unpin agent.
- Chats: your conversations, newest first. Each has a menu with Rename, Share (see Sharing conversations) and Delete.
- Manage Agents: the agent library.
- Settings, grouped into Personal (General, Access Tokens), Workspace (Knowledge, Connectors, Tools, Custom Models, Teams) and Insights (Analytics, Logs). Admins also get Admin.
Search your conversations
Press Ctrl+K (Cmd+K on macOS), or use the search button in the sidebar, to open Search conversations. It matches conversation names and the text of your questions and the answers, and shows a snippet of the match. Pick a result to open that conversation.
The agent library
Open Manage Agents to see your agents in tabs:
| Tab | Holds |
|---|---|
| All | Every tabโs agents on one page. |
| Templates | Agents provided by DocsGPT, seeded by your operator (see Seeding premade agents). |
| My agents | Agents you created, published or imported, in your folders. |
| Team | Agents your teammates shared with you (see Teams and sharing). |
| Discovered | Public agents you opened through a link. Remove takes one off the list. |
Searchโฆ filters the agents by name and description. Each agent card has a menu with the actions your access allows: Logs, Edit (or View), Export as YAML, Share with team, Pin agent, Move to folder and Delete.
Use a template
A template canโt be edited directly. Choose Duplicate from its menu to get your own published copy in My agents, with a new API key. Tools you donโt have access to are left off the copy, so check its tools before you use it.
Organize agents in folders
Folders are in My agents only, and can be nested.
- Choose New Folder, type a name and press Enter.
- To file an agent, choose Move to folder from its menu, then pick a folder, or No folder (root) to take it out. You can create a folder from the same dialog.
- Open a folder by clicking it; the breadcrumb above the list takes you back up. A folderโs menu has Rename and Delete. Deleting a folder moves the agents in it out of the folder; it doesnโt delete them.
Moving many agents at once is API-only: POST /api/agents/folders/bulk_move with a list of agent_ids. See the REST API reference.
Pin agents
Pin agent, from an agentโs card menu or the sidebar, keeps the agent at the top of the sidebarโs Agents list. Pins are per user, so pinning a shared agent changes only your sidebar.
Import an agent from YAML
To bring in an agent exported from another instance (Export as YAML):
- In Manage Agents, choose Import.
- Drop a
.yamlor.ymlfile on the dialog, or click to choose one, then choose Review. - The dialog shows whether the file creates a new agent or updates one you already have, and how it will match Sources, Tools and Models to your account. For a source that isnโt found, pick one of yours or Leave unattached. For a tool or custom model that needs a secret, enter it, or leave it blank to skip that item.
- Choose Import.
A new agent is imported as a draft. Re-importing a file updates the matching agent and keeps its current status, so a published agent stays live. If something was skipped, the dialog lists it before Continue to agent opens the agent.
Importing a file that has no workflow over an existing workflow agent permanently deletes that agentโs workflow, its run history and its artifacts. The review step warns you when this will happen.
For the same import over the API, see Agent portability.
General settings
Settings โ General has:
- Theme: Light or Dark. Until you pick one, the app follows your system setting.
- Language: the language of menus and labels: English, Deutsch, Espaรฑol, ๆฅๆฌ่ช, ๆฎ้่ฏ, ็น้ซไธญๆ๏ผ่บ็ฃ๏ผ or ะ ัััะบะธะน.
- Active prompt: the system prompt for chats without an agent. Agents use their own. From here you can also add, edit, duplicate and delete your prompts; see Prompts.
- Delete all conversations: permanently deletes every conversation in your account.
Theme, language and active prompt are saved in your browser, so set them again on another browser or device.
Default tools in chats without an agent
Chats without an agent get a few built-in tools by default, such as memory, reading a web page and scheduling (your operator sets the list with DEFAULT_CHAT_TOOLS). To stop one of them being used in your chats, open Settings โ Tools and turn off its switch; itโs marked Built-in. Tools you add yourself have the same switch.